Recent Posts

The Differences Between Interest, Dividends and Capital Gains

Scott Kok

A brief intro to the difference between Interest, Dividends & Capital Gains....

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Early wealth transfer is on the rise

BMO Private Wealth

Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...

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How to Be 100% Retirement Ready When the Time Comes in Canada

Surcon Mahoney Wealth Management

Retirement ready means more than hitting a savings number. Learn what Canadians actually need across finances, lifestyle, and mindset to retire with confidence...

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Top 5 wealth lessons learned in 2025

BMO Private Wealth

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

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How to Invest $500K for Monthly Income in Canada

Surcon Mahoney Wealth Management

Learn 8 modern strategies to invest $500K for monthly income in Canada. From REITs paying 6%+ to covered call ETFs yielding 10%, discover tax-efficient ways to generate $2,000-$5,000 monthly from your investments....

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A Beginners Guide to TFSA's

A TFSA is a great way to save and grow your money tax-free in Canada. Learn what a TFSA is, how it works, and why it's essential for your savings strategy. Start saving smarter today!...

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Top 10 Retirement Strategies for Canadian Small Business Owners and Professionals

Essential retirement strategies for Canadian business owners & professionals. IPPs, succession planning, tax optimization & more. Expert guidance included....

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Funding Your Child’s Future – Beyond the RESP

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

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How Much You Need to Retire by City in Canada

Discover how much you need to retire in Canadian cities from Vancouver to Winnipeg to Toronto. Compare costs, inflation impacts & planning strategies...

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The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

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Tax Implications for Canadians Owning U.S. Property: A Comprehensive Guide

Buying or selling U.S. property as a Canadian? Learn how to reduce taxes, avoid penalties, and navigate IRS and CRA rules with expert strategies...

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10 Financial Planning Tips for Doctors & Physicians in Canada

Struggling with med school debt, taxes, or retirement planning? These 10 financial tips are tailored for Canadian doctors and physicians. Build wealth with confidence....

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What is a Private Pension Plan Canada And How does it Work?

Discover how private pension plans in Canada work to boost your retirement income beyond CPP. Learn about plan types, tax benefits, and strategic payout options...

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How to Withdraw from RESP: Quick and Easy Guide for Canadians

Learn how to withdraw RESP seamlessly and avoid tax penalties. Discover smart strategies to maximize your education savings....

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Why Every Canadian Professional Needs a Retirement Consultant

Find the right retirement consultant Canada for your needs. Specialized guidance for dentists, lawyers, executives & entrepreneurs....

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